Institutional Fund
Aspen Investment Management Inc
Grand Rapids, MICIK 15415965 filings on record
Portfolio Value
$326.5K
Q1 2026
Holdings
171
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-1.4%
from $331.3K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr7.2%
- Invesco Exchange Traded Fd T3.9%
- Ishares Tr2.9%
- Ishares Tr2.9%
- Apple Inc2.6%
- Microsoft Corp2.6%
- Other78.0%
Portfolio Holdings
171 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 35.9K | $23.4K | 7.2% | +271 | Added |
| 2 | Invesco Exchange Traded Fd T | 65.7K | $12.6K | 3.9% | +2.7K | Added |
| 3 | Ishares Tr | 38.6K | $9.6K | 2.9% | +276 | Added |
| 4 | Ishares Tr | 104.0K | $9.4K | 2.9% | +1.5K | Added |
| 5 | Apple Inc | 33.8K | $8.6K | 2.6% | −9.6K | Reduced |
| 6 | Microsoft Corp | 22.8K | $8.4K | 2.6% | −1.2K | Reduced |
| 7 | Ishares Tr | 157.5K | $8.4K | 2.6% | +7.0K | Added |
| 8 | Ishares Tr | 152.0K | $8.0K | 2.4% | +7.5K | Added |
| 9 | Vanguard Specialized Funds | 29.2K | $6.3K | 1.9% | −195 | Reduced |
| 10 | Goldman Sachs Group Inc | 7.2K | $6.1K | 1.9% | +4 | Added |
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